FDFF vs SMH

AFDFF

BSMH

Measures won3–2FDFF wins · of 6 · 5Y

$10,000 · 5Y$36,298SMH · QQQ $18,068

Lowest cost0.18%QQQ · $18 on $10k

Most income0.94%FDFF · $94 on $10k

Smallest drop−14.8%QQQ · worst fall in 1Y

Held in common0.0%FDFF and SMH

FDFF

SMH

Fidelity Disruptive Finance ETF · $44MVanEck Semiconductor ETF · $60.7B

+15.9%3 years · per year$15,555 · $33,815+50.1%

[…]5 years · per year[…] · $36,298+29.4%

0.50%Expense ratio$50 · $35 on $10k · lower wins0.35%

0.94%12-mo yield$94 · $23 on $10k0.23%

−18.1%Worst dropSmaller wins−33.1%

19.8%VolatilityLower wins43.1%

3–2FDFF wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsFDFF · SMH

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	BSMH	VanEck Semiconductor ETFRead Desk	0.35%	0.23%	+5.1%	+35.3%	+39.3%	+50.1%	+29.4%	−33.1%	$60.7B
2	QQQ	Invesco QQQ Trust, Series 1Read Desk	0.18%	0.46%	+3.5%	+11.0%	+11.6%	+23.9%	+12.6%	−14.8%	$446.1B
3	CIBR	First Trust Nasdaq Cybersecurity ETFRead Desk	0.58%	0.42%	+4.0%	+32.8%	+27.5%	+28.7%	+12.4%	−20.6%	$15.8B
4	AFDFF	Fidelity Disruptive Finance ETFRead Desk	0.50%	0.94%	+2.2%	+5.3%	+9.1%	+15.9%	new	−18.1%	$44M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	BSMH	VanEck Semiconductor ETFRead Desk	0.35%	0.23%	+5.1%	+35.3%	+39.3%	+50.1%	+29.4%	−33.1%	$60.7B
2	QQQ	Invesco QQQ Trust, Series 1Read Desk	0.18%	0.46%	+3.5%	+11.0%	+11.6%	+23.9%	+12.6%	−14.8%	$446.1B
3	CIBR	First Trust Nasdaq Cybersecurity ETFRead Desk	0.58%	0.42%	+4.0%	+32.8%	+27.5%	+28.7%	+12.4%	−20.6%	$15.8B
4	AFDFF	Fidelity Disruptive Finance ETFRead Desk	0.50%	0.94%	+2.2%	+5.3%	+9.1%	+15.9%	new	−18.1%	$44M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FDFF vs SMH

FDFF

Fidelity Disruptive Finance

[…]

SMH

VanEck Semiconductor

$36,298

MeasureFDFFSMH

Fee0.50%0.35%

Cost on $10k a year$50$35

Yield0.94%0.23%

5 years, per year[…]+29.4%

3 years, per year+15.9%+50.1%

Worst drop · 1Y−18.1%−33.1%

Volatility · 1Y19.8%43.1%

3–2measures won
FDFF first

0.0%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

QQQM vs QQQ

YTD

InvescoQQQM

+10.9%

QQQInvesco

+11.0%

+10.9%Year to date+11.0%

0.15% · $15Fee · on $10k a year0.18% · $18

$103BAssets$446B

1–1level

End-of-day Nov 9, 2026

SOXX vs SMH

YTD

iSharesSOXX

+46.5%

SMHVanEck

+35.3%

+46.5%Year to date+35.3%

0.33% · $33Fee · on $10k a year0.35% · $35

$39.1BAssets$60.7B

2–0SOXX wins

End-of-day Nov 9, 2026

TQQQ vs QQQ

YTD

ProSharesTQQQ

+9.9%

QQQInvesco

+11.0%

+9.9%Year to date+11.0%

0.94% · $94Fee · on $10k a year0.18% · $18

$29.1BAssets$446B

2–0QQQ wins

End-of-day Nov 9, 2026

Overlap: FDFF, SMH, QQQ, CIBR

Today

28.2%most shared, SMH and QQQ

FDFFSMHQQQCIBR

FDFF—0.0%0.6%0.0%

SMH0.0%—28.2%5.7%

QQQ0.6%28.2%—11.2%

CIBR0.0%5.7%11.2%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$44most kept, FDFF

FDFF$94 − $50 = $44

QQQ$46 − $18 = $28

SMH$23 − $35 = −$12

CIBR$42 − $58 = −$16

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee